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SUMIFS not summing correctly based off of set criteria (date seems to be issue).

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    SUMIFS not summing correctly based off of set criteria (date seems to be issue).

    Hi there,
    I'm working with a SUMIFS formula that looks like this: =SUMIFS(Table2[Amount],Table2[Month],$A$3,Table2[Category],B23)

    Table2 is where I input expenses (Ex: Payroll, Electric, Gas, Ect...)
    Amount = $$ value of expenses
    Month = the date the money was spent for that expense
    Category = Staff, Insurance, etc

    $A$3 = a cell that each month on each tab is typed into
    B23 = a cell that has the category listed in it

    Right now no matter what date I place in Table2 every value is totaling up in my January tab and no others.

    I've attached a test file with the pertinent tabs showing while all others are hidden (not deleted) for your review.

    Thanks so much in advance,
    Forrestt
    Attached Files Attached Files

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    Forum Expert 63falcondude's Avatar
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    Re: SUMIFS not summing correctly based off of set criteria (date seems to be issue).

    If you unhide column H in 'Expense Ledger', you will see that rows 7 through 57 are all January.

    Maybe it will be better to use this in H7:
    =TEXT(C7,"mmmm")

    Then drag down column H.

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    Re: SUMIFS not summing correctly based off of set criteria (date seems to be issue).

    When I unhide column H in "Expense Ledger", I notice that all cells in column H contain "January" or null string. Some cells are constant text values, and some are formulas. It appears to me that, somehow, your formula in column H got partially overwritten in some places with the value "January," so there are no records/rows in Expense Ledger where column H contains "February" or other month. If I copy the formula over the constant cells, the SUMIFS() seems to work just fine.
    Quote Originally Posted by shg
    Mathematics is the native language of the natural world. Just trying to become literate.

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